| AKO Capital | Trimmed | 985,126 | $337,987,000 | 7.87% | Aug 12, 2026 |
| Chuck Akre - Akre Capital Management | Trimmed | 1,110,881 | $381,132,162 | 7.46% | Aug 14, 2026 |
| AltaRock Partners | Added | 836,470 | $286,984,492 | 6.77% | Aug 17, 2026 |
| Gavin Baker - Atreides Management | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Ron Baron - Baron Capital | Trimmed | 180,071 | $61,780,559 | 0.09% | Aug 14, 2026 |
| Seth Klarman - Baupost Group | No change | 701,355 | $240,628,000 | 4.44% | Aug 13, 2026 |
| Glenn Greenberg - Brave Warrior Advisors | New | 618 | $212,030 | 0.00% | Aug 14, 2026 |
| William Von Mueffling - Cantillon Capital Management | Trimmed | 83,643 | $28,697,077 | 4.31% | Jul 29, 2026 |
| Philippe Laffont - Coatue Management | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Dodge & Cox Funds | Added | 5,417,326 | $1,858,630,377 | 0.97% | Aug 13, 2026 |
| John Armitage - Egerton Capital | Added | 4,264,651 | $1,463,159,112 | 14.1% | Jul 21, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 7,649,303 | $2,624,399,609 | 0.78% | Aug 4, 2026 |
| Terry Smith - Fundsmith | Trimmed | 2,019,810 | $692,976,613 | 5.08% | Aug 14, 2026 |
| Jeremy Grantham - GMO | Added | 3,318,194 | $1,138,440,160 | 2.56% | Aug 13, 2026 |
| Thomas Russo - Gardner Russo & Quinn | Trimmed | 87,256 | $29,936,661 | 0.34% | Aug 13, 2026 |
| Francois Rochon - Giverny Capital | Trimmed | 389,900 | $133,770,791 | 4.50% | Aug 26, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 133,247 | $45,715,713 | 0.11% | Aug 14, 2026 |
| Lindsell Train | Added | 10,500 | $3,602,445 | 0.14% | Jul 15, 2026 |
| Stephen Mandel - Lone Pine Capital | Added | 165,960 | $56,939,216 | 0.35% | Aug 14, 2026 |
| Mairs & Power Funds | Added | 852,050 | $292,329,895 | 2.68% | Aug 14, 2026 |
| Thomas Gayner - Markel Group | Added | 1,013,912 | $347,863,069 | 2.65% | Jul 31, 2026 |
| David Katz - Matrix Asset Advisors | Trimmed | 1,120 | $384,142 | 0.03% | Jul 15, 2026 |
| Lee Ainslie - Maverick Capital | Trimmed | 752,252 | $258,090,139 | 2.33% | Aug 14, 2026 |
| Bill Nygren - Oakmark Funds | Trimmed | 711,659 | $244,163,086 | 0.32% | Aug 14, 2026 |
| Robert Olstein - Olstein Capital Management | Sold out | — | — | 0.00% | Jul 7, 2026 |
| Polen Capital Management | Trimmed | 1,805,617 | $619,489,263 | 5.34% | Aug 4, 2026 |
| Chris Hohn - TCI Fund Management | Added | 30,494,133 | $10,462,232,091 | 19.8% | Aug 14, 2026 |
| Chase Coleman - Tiger Global Management | New | 798,697 | $274,024,954 | 1.14% | Aug 14, 2026 |
| Torray Funds | Added | 22,017 | $7,553,813 | 1.02% | Jul 30, 2026 |
| Valley Forge Capital Management | Trimmed | 462,978 | $158,843,122 | 5.10% | Aug 14, 2026 |
| ValueAct Capital | No change | 2,316,250 | $794,682,213 | 14.1% | Aug 14, 2026 |
| Viking Global Investors | Added | 6,393,604 | $2,193,581,596 | 6.25% | Aug 14, 2026 |
| Vulcan Value Partners | Trimmed | 463,268 | $158,942,618 | 4.84% | Aug 10, 2026 |
| David Rolfe - Wedgewood Partners | Added | 89,188 | $30,599,344 | 6.32% | Aug 14, 2026 |
| Wallace Weitz - Weitz Investment Management | No change | 265,330 | $91,032,070 | 6.30% | Aug 12, 2026 |
| Yacktman Asset Management | No change | 732 | $251,142 | 0.00% | Aug 11, 2026 |